The Harry J. Lloyd Charitable Trust
Plan context: The Harry J. Lloyd Charitable Trust 401K Retirement Plan
EIN 43-6689416 • Overland Park, KS • 21 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
4
2022 Assets
$1,661,793
2022 Contributions
$91,477
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $91,477 | - |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 0 | $0 | $91,477 | - |
| 2021 | 1 | 4 | $1,661,793 | $66,546 | $16,637iApproximate average salary by contribution assumption: employee only about $415,913 at 4% or $277,275 at 6%; with 50% employer match about $277,275 at 4% or $184,850 at 6%; with 100% employer match about $207,956 at 4% or $138,638 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 4 | $1,661,793 | $66,546 | $16,637iApproximate average salary by contribution assumption: employee only about $415,913 at 4% or $277,275 at 6%; with 50% employer match about $277,275 at 4% or $184,850 at 6%; with 100% employer match about $207,956 at 4% or $138,638 at 6%. |
| 2020 | 1 | 3 | $1,401,883 | $71,763 | $23,921iApproximate average salary by contribution assumption: employee only about $598,025 at 4% or $398,683 at 6%; with 50% employer match about $398,683 at 4% or $265,789 at 6%; with 100% employer match about $299,013 at 4% or $199,342 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 3 | $1,401,883 | $71,763 | $23,921iApproximate average salary by contribution assumption: employee only about $598,025 at 4% or $398,683 at 6%; with 50% employer match about $398,683 at 4% or $265,789 at 6%; with 100% employer match about $299,013 at 4% or $199,342 at 6%. |
| 2019 | 1 | 4 | $1,170,948 | $93,863 | $23,466iApproximate average salary by contribution assumption: employee only about $586,644 at 4% or $391,096 at 6%; with 50% employer match about $391,096 at 4% or $260,731 at 6%; with 100% employer match about $293,322 at 4% or $195,548 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 4 | $1,170,948 | $93,863 | $23,466iApproximate average salary by contribution assumption: employee only about $586,644 at 4% or $391,096 at 6%; with 50% employer match about $391,096 at 4% or $260,731 at 6%; with 100% employer match about $293,322 at 4% or $195,548 at 6%. |
| 2018 | 1 | 4 | $906,833 | $94,149 | $23,537iApproximate average salary by contribution assumption: employee only about $588,431 at 4% or $392,288 at 6%; with 50% employer match about $392,288 at 4% or $261,525 at 6%; with 100% employer match about $294,216 at 4% or $196,144 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 4 | $906,833 | $94,149 | $23,537iApproximate average salary by contribution assumption: employee only about $588,431 at 4% or $392,288 at 6%; with 50% employer match about $392,288 at 4% or $261,525 at 6%; with 100% employer match about $294,216 at 4% or $196,144 at 6%. |
| 2017 | 1 | 4 | $890,813 | $74,820 | $18,705iApproximate average salary by contribution assumption: employee only about $467,625 at 4% or $311,750 at 6%; with 50% employer match about $311,750 at 4% or $207,833 at 6%; with 100% employer match about $233,813 at 4% or $155,875 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 4 | $890,813 | $74,820 | $18,705iApproximate average salary by contribution assumption: employee only about $467,625 at 4% or $311,750 at 6%; with 50% employer match about $311,750 at 4% or $207,833 at 6%; with 100% employer match about $233,813 at 4% or $155,875 at 6%. |
| 2016 | 1 | 4 | $705,055 | $67,600 | $16,900iApproximate average salary by contribution assumption: employee only about $422,500 at 4% or $281,667 at 6%; with 50% employer match about $281,667 at 4% or $187,778 at 6%; with 100% employer match about $211,250 at 4% or $140,833 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 4 | $705,055 | $67,600 | $16,900iApproximate average salary by contribution assumption: employee only about $422,500 at 4% or $281,667 at 6%; with 50% employer match about $281,667 at 4% or $187,778 at 6%; with 100% employer match about $211,250 at 4% or $140,833 at 6%. |
| 2015 | 1 | 3 | $572,373 | $66,169 | $22,056iApproximate average salary by contribution assumption: employee only about $551,408 at 4% or $367,606 at 6%; with 50% employer match about $367,606 at 4% or $245,070 at 6%; with 100% employer match about $275,704 at 4% or $183,803 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 3 | $572,373 | $66,169 | $22,056iApproximate average salary by contribution assumption: employee only about $551,408 at 4% or $367,606 at 6%; with 50% employer match about $367,606 at 4% or $245,070 at 6%; with 100% employer match about $275,704 at 4% or $183,803 at 6%. |
| 2014 | 1 | 4 | $777,140 | $76,144 | $19,036iApproximate average salary by contribution assumption: employee only about $475,900 at 4% or $317,267 at 6%; with 50% employer match about $317,267 at 4% or $211,511 at 6%; with 100% employer match about $237,950 at 4% or $158,633 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 4 | $777,140 | $76,144 | $19,036iApproximate average salary by contribution assumption: employee only about $475,900 at 4% or $317,267 at 6%; with 50% employer match about $317,267 at 4% or $211,511 at 6%; with 100% employer match about $237,950 at 4% or $158,633 at 6%. |
| 2013 | 1 | 4 | $741,792 | $89,260 | $22,315iApproximate average salary by contribution assumption: employee only about $557,875 at 4% or $371,917 at 6%; with 50% employer match about $371,917 at 4% or $247,944 at 6%; with 100% employer match about $278,938 at 4% or $185,958 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 4 | $741,792 | $89,260 | $22,315iApproximate average salary by contribution assumption: employee only about $557,875 at 4% or $371,917 at 6%; with 50% employer match about $371,917 at 4% or $247,944 at 6%; with 100% employer match about $278,938 at 4% or $185,958 at 6%. |
| 2012 | 1 | 5 | $721,290 | $76,580 | $15,316iApproximate average salary by contribution assumption: employee only about $382,900 at 4% or $255,267 at 6%; with 50% employer match about $255,267 at 4% or $170,178 at 6%; with 100% employer match about $191,450 at 4% or $127,633 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 5 | $721,290 | $76,580 | $15,316iApproximate average salary by contribution assumption: employee only about $382,900 at 4% or $255,267 at 6%; with 50% employer match about $255,267 at 4% or $170,178 at 6%; with 100% employer match about $191,450 at 4% or $127,633 at 6%. |
| 2011 | 1 | 5 | $650,075 | $78,212 | $15,642iApproximate average salary by contribution assumption: employee only about $391,060 at 4% or $260,707 at 6%; with 50% employer match about $260,707 at 4% or $173,804 at 6%; with 100% employer match about $195,530 at 4% or $130,353 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 5 | $650,075 | $78,212 | $15,642iApproximate average salary by contribution assumption: employee only about $391,060 at 4% or $260,707 at 6%; with 50% employer match about $260,707 at 4% or $173,804 at 6%; with 100% employer match about $195,530 at 4% or $130,353 at 6%. |
| 2010 | 1 | 5 | $693,666 | $78,301 | $15,660iApproximate average salary by contribution assumption: employee only about $391,505 at 4% or $261,003 at 6%; with 50% employer match about $261,003 at 4% or $174,002 at 6%; with 100% employer match about $195,753 at 4% or $130,502 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 5 | $693,666 | $78,301 | $15,660iApproximate average salary by contribution assumption: employee only about $391,505 at 4% or $261,003 at 6%; with 50% employer match about $261,003 at 4% or $174,002 at 6%; with 100% employer match about $195,753 at 4% or $130,502 at 6%. |
| 2009 | 1 | 5 | $702,673 | $74,882 | $14,976iApproximate average salary by contribution assumption: employee only about $374,410 at 4% or $249,607 at 6%; with 50% employer match about $249,607 at 4% or $166,404 at 6%; with 100% employer match about $187,205 at 4% or $124,803 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 5 | $702,673 | $74,882 | $14,976iApproximate average salary by contribution assumption: employee only about $374,410 at 4% or $249,607 at 6%; with 50% employer match about $249,607 at 4% or $166,404 at 6%; with 100% employer match about $187,205 at 4% or $124,803 at 6%. |
| 2008 | 1 | 5 | $747,532 | $67,161 | $13,432iApproximate average salary by contribution assumption: employee only about $335,805 at 4% or $223,870 at 6%; with 50% employer match about $223,870 at 4% or $149,247 at 6%; with 100% employer match about $167,903 at 4% or $111,935 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 5 | $747,532 | $67,161 | $13,432iApproximate average salary by contribution assumption: employee only about $335,805 at 4% or $223,870 at 6%; with 50% employer match about $223,870 at 4% or $149,247 at 6%; with 100% employer match about $167,903 at 4% or $111,935 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 6 | - | - | - |
| 2006 | 1 | 6 | $173,980 | $58,165 | $9,694iApproximate average salary by contribution assumption: employee only about $242,354 at 4% or $161,569 at 6%; with 50% employer match about $161,569 at 4% or $107,713 at 6%; with 100% employer match about $121,177 at 4% or $80,785 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 6 | $173,980 | $58,165 | $9,694iApproximate average salary by contribution assumption: employee only about $242,354 at 4% or $161,569 at 6%; with 50% employer match about $161,569 at 4% or $107,713 at 6%; with 100% employer match about $121,177 at 4% or $80,785 at 6%. |
| 2005 | 1 | 6 | $130,346 | $49,555 | $8,259iApproximate average salary by contribution assumption: employee only about $206,479 at 4% or $137,653 at 6%; with 50% employer match about $137,653 at 4% or $91,769 at 6%; with 100% employer match about $103,240 at 4% or $68,826 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 6 | $130,346 | $49,555 | $8,259iApproximate average salary by contribution assumption: employee only about $206,479 at 4% or $137,653 at 6%; with 50% employer match about $137,653 at 4% or $91,769 at 6%; with 100% employer match about $103,240 at 4% or $68,826 at 6%. |
| 2004 | 1 | 9 | $127,623 | $51,905 | $5,767iApproximate average salary by contribution assumption: employee only about $144,181 at 4% or $96,120 at 6%; with 50% employer match about $96,120 at 4% or $64,080 at 6%; with 100% employer match about $72,090 at 4% or $48,060 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 9 | $127,623 | $51,905 | $5,767iApproximate average salary by contribution assumption: employee only about $144,181 at 4% or $96,120 at 6%; with 50% employer match about $96,120 at 4% or $64,080 at 6%; with 100% employer match about $72,090 at 4% or $48,060 at 6%. |
| 2003 | 1 | 9 | $80,315 | $53,803 | $5,978iApproximate average salary by contribution assumption: employee only about $149,453 at 4% or $99,635 at 6%; with 50% employer match about $99,635 at 4% or $66,423 at 6%; with 100% employer match about $74,726 at 4% or $49,818 at 6%. |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 9 | $80,315 | $53,803 | $5,978iApproximate average salary by contribution assumption: employee only about $149,453 at 4% or $99,635 at 6%; with 50% employer match about $99,635 at 4% or $66,423 at 6%; with 100% employer match about $74,726 at 4% or $49,818 at 6%. |
| 2002 | 1 | 0 | $90,670 | $91,536 | - |
| The Harry J. Lloyd Charitable Trust 401K Retirement Plan | - | 0 | $90,670 | $91,536 | - |